As an independent, fee-only SEC registered investment advisory firm, SIA is committed to developing a diversified and disciplined strategy that helps your investment plan reach its full potential. We are an employee-owned firm and are dedicated to establishing a lifelong relationship with each of our clients that goes well beyond what you might expect from an investment firm.

A deliberate process backed by experience and expertise

Ultimately, our success is measured by our performance relative to your investment objectives. It is our goal not just to meet, but to exceed, your expectations. Through strategic planning, regular communication and ongoing benchmarking, you will not find a more accountable and performance-oriented partner.

The first investment we make is time

We believe that strong client partnerships are forged by taking the time to understand our clients’ goals and objectives, positioning them for success. We think you’ll appreciate the extraordinary level of support that our associates will provide.

How can we help you?

If you would like to learn more about SIA, please feel free to contact us with any questions or comments.Contact Us